Whatever your challenge is - we understand
We interviewed dozens of professionals in the nonprofit sector to gain a deeper understanding of the challenges they face in managing their operations.
Multiple spreadsheets that become outdated with time
Disjointed systems for managing clients, staff, documents, programs and inventory
Access control to sensitive personal data of clients among nonprofit staff
Data and knowledge get lost when employees leave
Clients receive less personalized service because previous interactions aren't tracked
Client intake and CRM software for shelters and housing nonprofits
Say goodbye to scattered systems and lost data. Effortlessly track all your clients, services, and activities in one place.
Create a centralized system of record
Our platform is a secure home for all your nonprofit datasets. Manage clients, cases, programs, donations, outreach, volunteers, members, grants, and more – in one place.
Track specific client details
Easily record and maintain client information: contact and personal information, banking details, parents and guardians and so much more.
Plan next interactions with clients
Effortlessly plan routine check-ins and client follow-ups, like home or volunteer visits, and receive reminders for upcoming interactions.
Organize your client intake process
Collect accurate information and save time with online intake forms.
All-in-one system for shelters and transitional housing nonprofits
Optimize processes and reduce manual labour so you can use your time to help those who need it most... your clients.
Keep track of beds, rooms and homes
Effortlessly manage available accommodations ensuring each client finds comfort and support in their time of need.
Make sure no one forgets to sign or request the necessary documents
Intaking a new client shouldn't feel like reinventing the wheel every time. Our checklists help staff adhere to compliant intake processes, saving valuable time.
Secure sensitive client information
Set permissions to protect sensitive case details and use notes to easily share updates on a case.
Create beautiful reports for funders and the board
Track and report on key client and program metrics with ease to help inform decisions, and report back to donors, funders, and your board.
Get Started with Powerful Nonprofit Case Management Software
See how you can take control of your programs, caseload and data with case management software designed to serve more and grow your impact.
More time to serve
When everything in one place, less time is spent on reporting and analysis. That means more time focused on the people you serve.
Fewer errors, better results
From time saved capturing information to avoiding duplicate data entry, you’ll see how easy it is to track every client and every detail in CivicTrack.
Remember every client story
Track a client’s history of interactions with you. Keep client information organized to ensure no followup, detail, or interaction is missed.
Ready to increase your impact?
Schedule a call with our team to learn how the right technology can grow your impact.
Step 1: Book a demo
See firsthand how CivicTrack's Case Management solution can work for your organization.
Step 2: Launch your new case management software
We offer complimentary implementation and data migration services to ensure the seamless integration of your new software.
Step 3: Training
Enjoy free training to learn best practices, increase staff adoption and start growing your impact in the communities you serve.
Book a personalized demo today
Discover for yourself the power of CivicTrack:
Unify Your Data and Actions
Manage ALL Your Clients & Activities With Ease
Create Efficiencies In Client Care & Service Delivery